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Steven Treece

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Principal

Steven Treece is a Principal in the Troy office. He is a member of the firm’s Agribusiness Services Group and the Estate and Trust Services Group. He joined Yeo & Yeo in 2013.

Specializations

  • Business advisory services
  • Payroll tax consulting
  • QuickBooks consulting
  • Tax planning and preparation for individuals and businesses, with an emphasis in agribusiness and for-profit businesses

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • University of Michigan, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: When Buying Equipment or Other Assets, Take Advantage of New Section 179 Deduction and Bonus Depreciation
  • Article: Update on Agricultural Tariff Battles
  • Article: Understanding the Domestic Production Activities Deduction
  • Article: Michigan Corn Farmers: The Window to File an Individual Claim Against Syngenta Ends October 15
  • Article: Are You Receiving the Maximum Credit Allowed for Property Taxes Paid on Your Farm?
  • Article: Why Do Partners Sometimes Report More Income on Tax Returns Than They Receive in Cash?

Community Involvement

  • Food Bank of Eastern Michigan, volunteer
  • Genesee County Habitat for Humanity, volunteer
  • Old Newsboys of Flint, past committee chairperson
  • Rotary Club of Burton, board member and past president

Awards

Flint and Genesee Group, 40 Under 40 honoree – 2022

Disclaimer

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.

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